Kevin
Perlberg
Blackhawk Capital Partners, LLC
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About this Advisor
Kevin Perlberg is a certified financial planner who works out of Mequon, Wisconsin who has 12 years of industry experience. Perlberg is currently employed by Blackhawk Capital Partners, LLC. Over the course of their career, they have held roles at United Planners' Financial Services, Kp Investment Real Estate, Blackhawk Capital Partners, LLC, Calamo, LLC, Daktori, Kpdt, LLC, Lion Street and Kblake126. Perlberg has a Series 63 license, which qualifies them as a securities representative, and can work in Arizona. Blackhawk Capital Partners, LLC is a firm operating out of Mequon, WI. It has a total of eight people on staff. It controls $209 million in assets under management between its 755 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 755 accounts, 39% are held by high-net-worth individuals who have at least $1 million in investable assets. Blackhawk Capital Partners, LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically are based on which services are provided. Fee types charged by Blackhawk Capital Partners, LLC can be comprised of any blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blackhawk Capital Partners, LLC Brokerage Details
$208,703,898
8
755
$276,429
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kevin Perlberg Work History
Kevin has been registered as a financial advisor for 12 years.*
Kblake126
Kpdt, LLC
Daktori
Lion Street
United Planners' Financial Services
Blackhawk Capital Partners, LLC
Blackhawk Capital Partners, LLC
Blackhawk Capital Partners, LLC
Calamo, LLC
Kp Investment Real Estate
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Perlberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blackhawk Capital Partners, LLC
Scottsdale, AZ
Scottsdale, AZ
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
